+91.3%
ABBV vs TRI
-18.9%
+110.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.7% |
| 7D | +0.3% | -7.9% | +8.1% | +0.8% |
| 30D | +3.4% | -4.5% | +7.9% | +3.6% |
| 3M | +15.2% | +22.1% | -6.9% | +13.7% |
| 6M | +14.7% | -2.8% | +17.5% | +14.5% |
| YTD | +15.2% | -23.4% | +38.6% | +19.3% |
| 1Y | +20.4% | -41.5% | +61.9% | +30.1% |
| 3Y | +91.3% | -19.2% | +110.6% | +90.9% |
| All | +91.3% | -18.9% | +110.3% | +90.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded TRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling